Manager Research

Gather insights face-to-faceThe research teams conduct multiple meetings with the managers, on-site and at our office. From these meetings, our consultants determine key characteristics of each investment manager. They focus on:

Organization and ownership stability

Sustainable assets

Manageable asset and account growth

Long-tenured and incentivized investment professionals

Consistent and repeatable investment process

Consistent investment style verified by holdings and returns based analysis

Best-in-class, risk adjusted, consistent performance net-of-fees

Our aim is to find the manager that best fits you and your goals.

A multi-faceted approach and perspectiveWe have broadly divided teams to conduct manager research in traditional and alternative research groups. This separation allows for dynamic approaches to unique qualities of each investment manager segment.